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20/03 Shilpa
Manager at IFA Global

Views:175 Applications:40 Rec. Actions:Recruiter Actions:39

IFA Global - Relationship Manager - Sales (5-7 yrs)

Mumbai Job Code: 115647

- Responsible for New Client Acquisition for FX Managed Futures Product of IFA GLOBAL. This product has a track record of 2.5 years with a CAGR of 17%. It's a new product but niche.

- Should have network with Distributors who can be approached for selling our FX Product.

- Should have experience in Selling Large ticket Mutual Funds and other Investment Products & managing High / Ultra High Net Worth customers

- Analyse client portfolios and make necessary overall suggestions of financial planning and asset allocations.

- Candidate should have overall experience in maintaining relationships with IFAs, Family offices, distributors and HNI Network.

- Work experience of 5-7 years with Wealth Management Firm or Firms selling 3rd Party Financial Products is a must.

- Candidate should be confident and proactive in corporate meetings. He/ She needs to ensure highest levels of customer service to these HNI customers and fix meetings with the Distributors for ED and Directors.

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